Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 RISN 3.24%
3 PFUT 1.75%
4 BKWO 1.62%
5 PSCD 1.56%
6 SMAP 1.46%
7 SRHQ 1.24%
8 NBSM 1.13%
9 MID 1.08%
10 FSGS 1.00%
11 RNSC 0.97%
12 PSL 0.90%
13 CGMM 0.90%
14 FFOX 0.88%
15 BAFE 0.68%
16 JHSC 0.59%
17 LSEQ 0.55%
18 TMSL 0.52%
19 FDWM 0.51%
20 FNY 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.16M (10.58%) -55.19K
Decreased by -1.07%
Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 3.84M (7.88%) 1.10M
Increased by +28.58%
Mar 31, 26
3 AQR Capital Management LLC 3.33M (6.82%) 1.75M
Increased by +52.51%
Mar 31, 26
4 BlackRock Inc 2.96M (6.07%) -222.94K
Decreased by -7.53%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.50M (5.11%) 2.50M
Increased by +100.00%
Mar 31, 26
6 Massachusetts Financial Services Company 2.47M (5.05%) -122.88K
Decreased by -4.98%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 2.21M (4.52%) -20.30K
Decreased by -0.92%
Sep 30, 25
8 Vanguard Portfolio Management, LLC 2.19M (4.49%) 2.19M
Increased by +100.00%
Mar 31, 26
9 JPMorgan Chase & Co 2.16M (4.43%) 16.43K
Increased by +0.76%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 1.98M (4.06%) -832.85K
Decreased by -42.01%
Sep 30, 24
11 The Goldman Sachs Group Inc 1.92M (3.94%) -1.10M
Decreased by -57.31%
Mar 31, 26
12 Point72 Asset Management, L.P. 1.82M (3.73%) 191.22K
Increased by +10.50%
Dec 31, 25
13 Capital World Investors 1.81M (3.71%) 32.30K
Increased by +1.78%
Mar 31, 26
14 Artisan Partners Limited Partnership 1.80M (3.68%) 168.89K
Increased by +9.40%
Jun 30, 25
15 Neuberger Berman Group LLC 1.43M (2.93%) -46.26K
Decreased by -3.23%
Mar 31, 26
16 Abrams Bison Investments, LLC 1.41M (2.90%) 1.41M
Increased by +100.00%
Mar 31, 26
17 Two Sigma Investments LLC 1.35M (2.77%) 666.92K
Increased by +49.27%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.33M (2.73%) 316.92K
Increased by +23.75%
Mar 31, 26
19 Durable Capital Partners LP 1.31M (2.68%) -3.00M
Decreased by -229.32%
Dec 31, 24
20 Conestoga Capital Advisors, LLC 1.29M (2.65%) 192.34K
Increased by +14.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.43M (7.04%) 1.24K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.84M (3.76%) 1.49K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.76M (3.61%) 5.03K
Increased by +0.29%
Apr 30, 26
4 MFS Mid Cap Growth Equity 1.71M (3.49%) -125.07K
Decreased by -7.33%
Jun 30, 25
5 American Funds SMALLCAP World A 1.60M (3.28%) 138.22K
Increased by +8.64%
Mar 31, 26
6 Vanguard Small Cap Index 1.27M (2.60%) -4.01K
Decreased by -0.32%
Apr 30, 26
7 FullerThaler Behavioral Sm-Cp Eq R6 1.13M (2.31%) 96.39K
Increased by +8.54%
Apr 30, 26
8 FullerThaler Beh Small-Cap Equity SMA 1.03M (2.11%) 402.19K
Increased by +38.98%
Dec 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.03M (2.11%) 1.03M
Increased by +100.00%
Dec 31, 25
10 MFS Mid Cap Growth A 1.02M (2.08%) -688.96K
Decreased by -67.79%
Jul 31, 25
11 Baron Small Cap Retail 850.00K (1.74%) 75.00K
Increased by +8.82%
Mar 31, 26
12 Baron Small Cap Strategy 850.00K (1.74%) 75.00K
Increased by +8.82%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Growth Equity 844.10K (1.73%) -628.44K
Decreased by -74.45%
Jun 30, 25
14 T. Rowe Price Mid-Cap Growth 842.60K (1.73%) -1.50K
Decreased by -0.18%
Jul 31, 25
15 JPM US Mid Cap Growth-MA 832.41K (1.71%) 514.31K
Increased by +61.79%
Sep 30, 23
16 Neuberger Genesis Inv 818.56K (1.68%) -47.56K
Decreased by -5.81%
Mar 31, 26
17 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.66%) -509.99K
Decreased by -62.86%
Sep 30, 24
18 Baron Opp. Small Cap Growth Strategy 725.00K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Small Cap Growth Index Inv 713.67K (1.46%) 3.15K
Increased by +0.44%
Apr 30, 26
20 Neuberger Berman Genesis Inv 708.84K (1.45%) -27.14K
Decreased by -3.83%
Jun 30, 25